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TRULX vs VTSMX
TRULX vs VTSMX Comparison
Open Charts TRULX vs VTSMX
T. Rowe Price US Large-Cap Core
Price$44.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$140.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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TRULX vs VTSMX Comparison Chart
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TRULX vs. VTSMX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is TRULX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.75T vs. TRULX (19.7B). VTSMX pays higher dividends than TRULX: VTSMX (1.26) vs TRULX (0.40). TRULX was incepted earlier than VTSMX: TRULX (15 years) vs VTSMX (32 years). TRULX is a more actively managed with annual turnover of: 57.10 vs. VTSMX (2.00). TRULX has a lower initial minimum investment than VTSMX: TRULX (2500) vs VTSMX (3000). TRULX (33.72) and VTSMX (33.24) have marching annual gain over last year. VTSMX return over 5 years is better than : 90.63 vs. TRULX (75.54).
| TRULX | VTSMX | TRULX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 23.478 | 21.396 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 1.75T | 1% |
| Annual Yield % from dividends | 0.40 | 1.26 | 31% |
| Returns for 1 year | 33.72 | 33.24 | 101% |
| Returns for 3 years | 22.22 | 25.08 | 89% |
| Returns for 5 years | 75.54 | 90.63 | 83% |
| Returns for 10 years | 144.78 | 208.72 | 69% |
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